Filed November 12, 2013 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $295,250 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $155,776 |
Filed as: CWM, LLC Service code 27 · EIN 27-4011107 | Advisory (Plan) | $7,807 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,286 | $50,127+82.1% | $149,673-39.0% | $80,160+13.9% |
| Participation rate | 97.5% | 64.3%+33.2pp | 78.8%+18.7pp | 72.9%+24.6pp |
| Annual return | 17.72% | 29.82%-12.1pp | 134.42%-116.7pp | 40.38%-22.7pp |
| Employer contribution / active EE | $2,657 | $1,865+42.5% | $4,818-44.8% | $2,978-10.8% |
| Participant deferral / active EE | $5,122 | $3,194+60.4% | $5,680-9.8% | $5,017+2.1% |
| Admin fee / account holder | $221 | $153+45.1% | $13,210-98.3% | $145+52.8% |